Fund HoldingsMill Road Capital Management LLC

Total Portfolio Value
$190.06M
Total Bought
$45.76M
Total Sold
$10.18M
Net Transaction
+$35.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BLUELINX HLDGS INC0118,474+118,47409,7265.12%+9,726
LEGACY HOUSING CORP12,271466,800+454,5292859,0614.77%+8,776
NATURAL GAS SVCS GROUP INC912,408921,508+9,1009,03313,4177.06%+4,384
KIMBELL RTY PARTNERS LP(KRP)1,551,2641,642,004+90,74022,81926,27213.82%+3,453
LANDSEA HOMES CORP0173,974+173,97401,5640.82%+1,564
TRUECAR INC842,8001,637,700+794,9001,9053,3901.78%+1,485
CENTURY CASINOS INC693,4871,095,900+402,4134,9245,6222.96%+698
PLAYAGS INC239,470313,400+73,9301,3532,0431.08%+690
AMERICAN AXLE & MFG HLDGS IN370,871494,571+123,7003,0673,5911.89%+523
PETIQ INC112,600112,60001,7082,2181.17%+510
INOTIV INC00004980.26%+498
CULP INC695,469695,46903,4563,8812.04%+424
QUINSTREET INC(QNST)466,847480,147+13,3004,1224,3072.27%+185
ACCEL ENTERTAINMENT INC(ACEL)66,10078,477+12,3776988590.45%+161
CONCRETE PUMPING HLDGS INC153,884153,88401,2361,3200.69%+85
VILLAGE SUPER MKT INC70,38470,38401,6061,5930.84%-13
LIFETIME BRANDS INC1,208,5031,208,50306,8286,8043.58%-24
DULUTH HLDGS INC967,935967,93506,0795,8173.06%-261
BRIGHTVIEW HLDGS INC(BV)163,25587,755-75,5001,1726800.36%-492
CARRIAGE SVCS INC170,666170,66605,5424,8212.54%-720
SP PLUS CORP378,058378,058014,78613,6487.18%-1,138
PERFORMANT FINL CORP3,261,6753,261,67508,8077,3713.88%-1,435
SUPERIOR INDS INTL INC4,196,8704,348,640+151,77015,10913,2206.96%-1,889
MISTRAS GROUP INC1,480,1221,505,122+25,00011,4278,2034.32%-3,224
NOODLES & CO6,190,6916,945,591+754,90020,92517,0868.99%-3,838
SITIO ROYALTIES CORP149,3740-149,3743,9240-3,924
ALTA EQUIPMENT GROUP INC1,627,8661,910,979+283,11328,21123,04612.13%-5,165
FIESTA RESTAURANT GROUP INC726,1760-726,1765,7660-5,766
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